TAL-aligned dealer group Affinia Financial Advisers has recruited two additional practice management coaches to its new consultancy team.
Nadia Docker joins Affinia as its business consultant in Victoria and Tasmania whilst Natalie Pegg joins as the new business consultant for Western and South Australia.
“I welcome both Nadia and Natalie as new business consultants with the Affinia group and look forward to them working across our practices,” said Affinia general manager Craig Parker.
“The Affinia business consultant role is unique to the industry because it truly brings management and practice consultancy expertise and experience to advisers,” he added.
Mr Parker said putting clients at the centre of the business is essential to the role of the financial adviser as the ever-changing social and regulatory environment continues to clearly highlight the ongoing importance of placing customer outcomes first.
“A customer-centric advice business is one that is set up for the long term because it delivers optimal outcomes for clients and therefore for the practice,” said Mr Parker.
“The days of developing practices purely around sales and products without considering the end-to-end process with the client at the centre should become a thing of the past.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 19 Jun 2018CBA blocks access to Dover advisersBy Aleks Vickovich
- 19 Jun 2018ANZ launches adviser wellness portalBy Reporter
- 18 Jun 2018IOOF Alliances launches service for self-licensed advisersBy Reporter
- 18 Jun 2018Former adviser convicted for dishonest conductBy Reporter
- 18 Jun 2018IFA sector digs deep for DoverBy Aleks Vickovich
- 15 Jun 2018‘Information asymmetry’ a difficulty for advisersBy Killian Plastow and Tasnuva Bindi
- view all